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2022-08-16

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In the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon

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href=\"https://ttm.financial/S/CVX\">$雪佛龍(CVX)$</a>[開心]&nbsp;","listText":"<a href=\"https://ttm.financial/S/CVX\">$雪佛龍(CVX)$</a>[開心]&nbsp;","text":"$雪佛龍(CVX)$[開心]","images":[{"img":"https://community-static.tradeup.com/news/c0266e2ad220f38ea62fd4abc4378668","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074720650","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993017722,"gmtCreate":1660607202668,"gmtModify":1676536362515,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993017722","repostId":"1143140803","repostType":4,"repost":{"id":"1143140803","kind":"news","pubTimestamp":1660605130,"share":"https://ttm.financial/m/news/1143140803?lang=en_US&edition=fundamental","pubTime":"2022-08-16 07:12","market":"hk","language":"zh","title":"In the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon","url":"https://stock-news.laohu8.com/highlight/detail?id=1143140803","media":"华尔街见闻","summary":"二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源","content":"<p><html><head></head><body>Second quarter<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Big 3.9 Million Shares Buy<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Stocks, whose holdings are worth $125 billion, or about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares were increased in the second quarter<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>And 2.3 million shares<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time. On Monday, August 15, Eastern Time, the 13F for the second quarter ending March 30, 2022 was released one after another. As an equity asset institution managing at least US $100 million, it disclosed its institutional holdings to the US Securities and Exchange Commission SEC. Important documents on the whereabouts of funds, investors usually use 13F as their \"investment vane\".</p><p>The report shows that Buffett's Berkshire Hathaway's holdings in the second quarter reached US $300.013 billion, a decrease of 17.47% from the previous quarter's US $363.554 billion, and the concentration ratio of the top ten holdings was 87.51%. In this quarter, a total of 9 targets were increased, 4 targets were reduced, and 2 targets were cleared.</p><p>Overall, during the stock market turmoil in the second quarter, Berkshire's position changes were relatively moderate. In the second quarter, it bought a total of US $6.2 billion worth of stocks and sold US $2.3 billion in stocks, with a net purchase of only US $3.8 billion. Compared with the previous quarter, Berkshire bought US $51.1 billion in stocks and sold US $9.7 billion in stocks, with a net purchase of 41 billion.</p><p><b>Specifically, look at Berkshire's increase in holdings in the second quarter</b>, increased holdings of Apple, Occidental Petroleum,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, Chevron, Ally Financial, Paramount Global-B, McCarson, the largest drug wholesaler in North America, and chemical giant Celanese Corp and insurance company Markel totaled 9 stocks.</p><p>It is worth noting that Berkshire bought 3.9 million Apple shares in the second quarter, with a shareholding value of US $125 billion, accounting for about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares of Occidental Petroleum and 2.3 million shares of Chevron were increased in the second quarter, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time.</p><p>Energy stocks have been the best performers in the market so far this year. Occidental Petroleum is up more than 110% this year, while the S&P 500 is down 9.8%. As of last Friday, U.S. crude oil is up 19% this year, but is down 28% from its March high.</p><p><b>Let's look at the reduction of holdings</b>, reduced holdings in the second quarter including<a href=\"https://laohu8.com/S/GM\">General Motors</a>, the world's third largest retailer<a href=\"https://laohu8.com/S/KR\">Kroger</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>And real estate investment trust STOR totaling 4 stocks. In addition, communication operator Verizon and drug licensed investor Royalty Pharma were cleared. Last quarter, Berkshire held 1.38 million shares of Verizon.</p><p><b>Let's look at the awkward stocks</b>, there was no huge change in the heavyweight stocks in the second quarter. After increasing its holdings by 3.9 million shares this quarter, Apple is still Berkshire's largest holding company; In addition, Bank of America,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Chevron,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Wait is still on the list.</p><p>An earlier article on Wall Street mentioned that Buffett has been buying Occidental Petroleum like crazy recently. Berkshire reported last week that its stake in the energy company has climbed to 188 million shares, more than 20% of the outstanding shares. A 20% shareholding would allow Berkshire to report its earnings in Occidental Petroleum in proportion to its operating performance through the so-called equity accounting method, potentially bringing Berkshire billions of dollars in profits.</p><p>Occidental Petroleum has proven considerable value to Buffett. In August, Occidental Petroleum announced its second-quarter performance report. The company's quarterly net profit reached US $3.755 billion, a year-on-year surge of 36 times and 16% higher than analysts' expectations. At the end of the second quarter, Occidental Petroleum's cash flow from operating activities was US $5.329 billion, setting a new quarterly high.</p><p>Berkshire's financial report for the second quarter of 2022 released earlier this month showed that Berkshire's investment portfolio suffered a book loss of approximately US $53 billion in the U.S. stock market plunge in the second quarter, resulting in its net profit attributable to shareholders in the quarter of-43.755 billion dollars. In the same period last year, this figure was US $28.094 billion.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIn the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-16 07:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Second quarter<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Big 3.9 Million Shares Buy<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Stocks, whose holdings are worth $125 billion, or about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares were increased in the second quarter<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>And 2.3 million shares<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time. On Monday, August 15, Eastern Time, the 13F for the second quarter ending March 30, 2022 was released one after another. As an equity asset institution managing at least US $100 million, it disclosed its institutional holdings to the US Securities and Exchange Commission SEC. Important documents on the whereabouts of funds, investors usually use 13F as their \"investment vane\".</p><p>The report shows that Buffett's Berkshire Hathaway's holdings in the second quarter reached US $300.013 billion, a decrease of 17.47% from the previous quarter's US $363.554 billion, and the concentration ratio of the top ten holdings was 87.51%. In this quarter, a total of 9 targets were increased, 4 targets were reduced, and 2 targets were cleared.</p><p>Overall, during the stock market turmoil in the second quarter, Berkshire's position changes were relatively moderate. In the second quarter, it bought a total of US $6.2 billion worth of stocks and sold US $2.3 billion in stocks, with a net purchase of only US $3.8 billion. Compared with the previous quarter, Berkshire bought US $51.1 billion in stocks and sold US $9.7 billion in stocks, with a net purchase of 41 billion.</p><p><b>Specifically, look at Berkshire's increase in holdings in the second quarter</b>, increased holdings of Apple, Occidental Petroleum,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, Chevron, Ally Financial, Paramount Global-B, McCarson, the largest drug wholesaler in North America, and chemical giant Celanese Corp and insurance company Markel totaled 9 stocks.</p><p>It is worth noting that Berkshire bought 3.9 million Apple shares in the second quarter, with a shareholding value of US $125 billion, accounting for about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares of Occidental Petroleum and 2.3 million shares of Chevron were increased in the second quarter, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time.</p><p>Energy stocks have been the best performers in the market so far this year. Occidental Petroleum is up more than 110% this year, while the S&P 500 is down 9.8%. As of last Friday, U.S. crude oil is up 19% this year, but is down 28% from its March high.</p><p><b>Let's look at the reduction of holdings</b>, reduced holdings in the second quarter including<a href=\"https://laohu8.com/S/GM\">General Motors</a>, the world's third largest retailer<a href=\"https://laohu8.com/S/KR\">Kroger</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>And real estate investment trust STOR totaling 4 stocks. In addition, communication operator Verizon and drug licensed investor Royalty Pharma were cleared. Last quarter, Berkshire held 1.38 million shares of Verizon.</p><p><b>Let's look at the awkward stocks</b>, there was no huge change in the heavyweight stocks in the second quarter. After increasing its holdings by 3.9 million shares this quarter, Apple is still Berkshire's largest holding company; In addition, Bank of America,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Chevron,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Wait is still on the list.</p><p>An earlier article on Wall Street mentioned that Buffett has been buying Occidental Petroleum like crazy recently. Berkshire reported last week that its stake in the energy company has climbed to 188 million shares, more than 20% of the outstanding shares. A 20% shareholding would allow Berkshire to report its earnings in Occidental Petroleum in proportion to its operating performance through the so-called equity accounting method, potentially bringing Berkshire billions of dollars in profits.</p><p>Occidental Petroleum has proven considerable value to Buffett. In August, Occidental Petroleum announced its second-quarter performance report. The company's quarterly net profit reached US $3.755 billion, a year-on-year surge of 36 times and 16% higher than analysts' expectations. At the end of the second quarter, Occidental Petroleum's cash flow from operating activities was US $5.329 billion, setting a new quarterly high.</p><p>Berkshire's financial report for the second quarter of 2022 released earlier this month showed that Berkshire's investment portfolio suffered a book loss of approximately US $53 billion in the U.S. stock market plunge in the second quarter, resulting in its net profit attributable to shareholders in the quarter of-43.755 billion dollars. In the same period last year, this figure was US $28.094 billion.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3667761\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4201":"综合性石油与天然气企业","OXY":"西方石油","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4501":"段永平概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4576":"AR","BK4176":"多领域控股","BK4575":"芯片概念","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3667761","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143140803","content_text":"二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源价格将在一段时间内保持高位的观点。美东时间8月15日周一，截止2022年3月30日的第二季度的13F陆续出炉，作为由管理着至少1亿美元的股权资产机构向美国证券交易委员会SEC披露其机构持有的股权及资金去向的重要文件，投资者通常把13F作为自己的“投资风向标”。报告显示，巴菲特旗下伯克希尔哈撒韦二季度持仓规模达3000.13亿美元，较上季度3635.54亿美元的规模减少17.47%，十大重仓股集中度为87.51%。本季度总共增持9个标的、减持4个标的，清仓2个标的。整体来看，在二季度股票市场动荡期间，伯克希尔的持仓变动相对缓和，二季度总共买入价值62亿美元的股票，并卖出23亿美元的股票，净买入仅38亿美元。相较上一季度，伯克希尔买入511亿美元股票，同时卖出97亿美元股票，净买入达410亿。具体来看伯克希尔二季度增持情况，增持苹果、西方石油、动视暴雪、雪佛龙、Ally金融、派拉蒙环球-B、北美第一大药物批发商麦卡逊和化工巨头Celanese Corp和保险公司Markel共计9只股票。其中值得注意的是，二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源价格将在一段时间内保持高位的观点。今年以来，能源股一直是市场上表现最好的股票。西方石油公司今年的涨幅超过110%，而标准普尔500指数下跌9.8%。截至上周五，美国原油今年上涨了19%，但比3月份的高点下降了28%。再来看减持方面，二季度减持了包括通用汽车、世界第三大零售商克罗格、美国银行和房地产投资信托STOR共计4只股票。此外通讯运营商Verizon和药品特许投资商Royalty Pharma遭清仓。上个季度，伯克希尔持股Verizon138万股。再来看重仓股方面，二季度重仓股并未出现巨大变动，在本季度增持390万股之后苹果仍然是伯克希尔的最大持股公司；此外，美国银行、可口可乐、雪佛龙、美国运通等依旧在榜单上面。华尔街见闻稍早前文章提及，巴菲特近来一直在狂买西方石油，伯克希尔上周报告称，其在这家能源公司的股份已攀升至1.88亿股，超过了流通股的20%。而20%的持股份额可以使伯克希尔通过所谓的权益会计法，将其在西方石油公司的收益与经营业绩按比例进行报告，可能为伯克希尔带来数十亿美元的利润。事实证明，西方石油对巴菲特来说具有相当大的价值。8月，西方石油公布了第二季度业绩报告，公司季度净利润达到37.55亿美元，同比狂飙36倍，比分析师预期高出16%。二季度末，西方石油经营活动产生的现金流为53.29亿美元，创下季度新高。本月初伯克希尔公布的2022年第二季度财报显示，伯克希尔的投资组合在二季度美股暴跌中账面损失高达约530亿美元，导致其该季度归属于股东的净利润为-437.55亿美元。而去年同期这一数据为280.94亿美元。","news_type":1,"symbols_score_info":{"OXY":0.9,"BRK.B":0.9,"BRK.A":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077872851,"gmtCreate":1658499036873,"gmtModify":1676536168275,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LUMN\">$Lumen Technologies(LUMN)$</a>good","listText":"<a href=\"https://ttm.financial/S/LUMN\">$Lumen Technologies(LUMN)$</a>good","text":"$Lumen Technologies(LUMN)$good","images":[{"img":"https://community-static.tradeup.com/news/4afbf2e0d14b1871d0bf836c748108ba","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9077872851","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9077872851,"gmtCreate":1658499036873,"gmtModify":1676536168275,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LUMN\">$Lumen Technologies(LUMN)$</a>good","listText":"<a href=\"https://ttm.financial/S/LUMN\">$Lumen Technologies(LUMN)$</a>good","text":"$Lumen Technologies(LUMN)$good","images":[{"img":"https://community-static.tradeup.com/news/4afbf2e0d14b1871d0bf836c748108ba","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9077872851","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9998599352,"gmtCreate":1661034645079,"gmtModify":1676536439881,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9998599352","repostId":"9074720650","repostType":1,"repost":{"id":9074720650,"gmtCreate":1658413361571,"gmtModify":1676536155022,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CVX\">$雪佛龍(CVX)$</a>[開心]&nbsp;","listText":"<a href=\"https://ttm.financial/S/CVX\">$雪佛龍(CVX)$</a>[開心]&nbsp;","text":"$雪佛龍(CVX)$[開心]","images":[{"img":"https://community-static.tradeup.com/news/c0266e2ad220f38ea62fd4abc4378668","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074720650","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993017722,"gmtCreate":1660607202668,"gmtModify":1676536362515,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993017722","repostId":"1143140803","repostType":4,"repost":{"id":"1143140803","kind":"news","pubTimestamp":1660605130,"share":"https://ttm.financial/m/news/1143140803?lang=en_US&edition=fundamental","pubTime":"2022-08-16 07:12","market":"hk","language":"zh","title":"In the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon","url":"https://stock-news.laohu8.com/highlight/detail?id=1143140803","media":"华尔街见闻","summary":"二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源","content":"<p><html><head></head><body>Second quarter<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Big 3.9 Million Shares Buy<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Stocks, whose holdings are worth $125 billion, or about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares were increased in the second quarter<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>And 2.3 million shares<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time. On Monday, August 15, Eastern Time, the 13F for the second quarter ending March 30, 2022 was released one after another. As an equity asset institution managing at least US $100 million, it disclosed its institutional holdings to the US Securities and Exchange Commission SEC. Important documents on the whereabouts of funds, investors usually use 13F as their \"investment vane\".</p><p>The report shows that Buffett's Berkshire Hathaway's holdings in the second quarter reached US $300.013 billion, a decrease of 17.47% from the previous quarter's US $363.554 billion, and the concentration ratio of the top ten holdings was 87.51%. In this quarter, a total of 9 targets were increased, 4 targets were reduced, and 2 targets were cleared.</p><p>Overall, during the stock market turmoil in the second quarter, Berkshire's position changes were relatively moderate. In the second quarter, it bought a total of US $6.2 billion worth of stocks and sold US $2.3 billion in stocks, with a net purchase of only US $3.8 billion. Compared with the previous quarter, Berkshire bought US $51.1 billion in stocks and sold US $9.7 billion in stocks, with a net purchase of 41 billion.</p><p><b>Specifically, look at Berkshire's increase in holdings in the second quarter</b>, increased holdings of Apple, Occidental Petroleum,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, Chevron, Ally Financial, Paramount Global-B, McCarson, the largest drug wholesaler in North America, and chemical giant Celanese Corp and insurance company Markel totaled 9 stocks.</p><p>It is worth noting that Berkshire bought 3.9 million Apple shares in the second quarter, with a shareholding value of US $125 billion, accounting for about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares of Occidental Petroleum and 2.3 million shares of Chevron were increased in the second quarter, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time.</p><p>Energy stocks have been the best performers in the market so far this year. Occidental Petroleum is up more than 110% this year, while the S&P 500 is down 9.8%. As of last Friday, U.S. crude oil is up 19% this year, but is down 28% from its March high.</p><p><b>Let's look at the reduction of holdings</b>, reduced holdings in the second quarter including<a href=\"https://laohu8.com/S/GM\">General Motors</a>, the world's third largest retailer<a href=\"https://laohu8.com/S/KR\">Kroger</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>And real estate investment trust STOR totaling 4 stocks. In addition, communication operator Verizon and drug licensed investor Royalty Pharma were cleared. Last quarter, Berkshire held 1.38 million shares of Verizon.</p><p><b>Let's look at the awkward stocks</b>, there was no huge change in the heavyweight stocks in the second quarter. After increasing its holdings by 3.9 million shares this quarter, Apple is still Berkshire's largest holding company; In addition, Bank of America,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Chevron,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Wait is still on the list.</p><p>An earlier article on Wall Street mentioned that Buffett has been buying Occidental Petroleum like crazy recently. Berkshire reported last week that its stake in the energy company has climbed to 188 million shares, more than 20% of the outstanding shares. A 20% shareholding would allow Berkshire to report its earnings in Occidental Petroleum in proportion to its operating performance through the so-called equity accounting method, potentially bringing Berkshire billions of dollars in profits.</p><p>Occidental Petroleum has proven considerable value to Buffett. In August, Occidental Petroleum announced its second-quarter performance report. The company's quarterly net profit reached US $3.755 billion, a year-on-year surge of 36 times and 16% higher than analysts' expectations. At the end of the second quarter, Occidental Petroleum's cash flow from operating activities was US $5.329 billion, setting a new quarterly high.</p><p>Berkshire's financial report for the second quarter of 2022 released earlier this month showed that Berkshire's investment portfolio suffered a book loss of approximately US $53 billion in the U.S. stock market plunge in the second quarter, resulting in its net profit attributable to shareholders in the quarter of-43.755 billion dollars. In the same period last year, this figure was US $28.094 billion.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIn the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-16 07:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Second quarter<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Big 3.9 Million Shares Buy<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Stocks, whose holdings are worth $125 billion, or about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares were increased in the second quarter<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>And 2.3 million shares<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time. On Monday, August 15, Eastern Time, the 13F for the second quarter ending March 30, 2022 was released one after another. As an equity asset institution managing at least US $100 million, it disclosed its institutional holdings to the US Securities and Exchange Commission SEC. Important documents on the whereabouts of funds, investors usually use 13F as their \"investment vane\".</p><p>The report shows that Buffett's Berkshire Hathaway's holdings in the second quarter reached US $300.013 billion, a decrease of 17.47% from the previous quarter's US $363.554 billion, and the concentration ratio of the top ten holdings was 87.51%. In this quarter, a total of 9 targets were increased, 4 targets were reduced, and 2 targets were cleared.</p><p>Overall, during the stock market turmoil in the second quarter, Berkshire's position changes were relatively moderate. In the second quarter, it bought a total of US $6.2 billion worth of stocks and sold US $2.3 billion in stocks, with a net purchase of only US $3.8 billion. Compared with the previous quarter, Berkshire bought US $51.1 billion in stocks and sold US $9.7 billion in stocks, with a net purchase of 41 billion.</p><p><b>Specifically, look at Berkshire's increase in holdings in the second quarter</b>, increased holdings of Apple, Occidental Petroleum,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, Chevron, Ally Financial, Paramount Global-B, McCarson, the largest drug wholesaler in North America, and chemical giant Celanese Corp and insurance company Markel totaled 9 stocks.</p><p>It is worth noting that Berkshire bought 3.9 million Apple shares in the second quarter, with a shareholding value of US $125 billion, accounting for about 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares of Occidental Petroleum and 2.3 million shares of Chevron were increased in the second quarter, highlighting Buffett's bet on the energy sector and his view that energy prices will remain high for some time.</p><p>Energy stocks have been the best performers in the market so far this year. Occidental Petroleum is up more than 110% this year, while the S&P 500 is down 9.8%. As of last Friday, U.S. crude oil is up 19% this year, but is down 28% from its March high.</p><p><b>Let's look at the reduction of holdings</b>, reduced holdings in the second quarter including<a href=\"https://laohu8.com/S/GM\">General Motors</a>, the world's third largest retailer<a href=\"https://laohu8.com/S/KR\">Kroger</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>And real estate investment trust STOR totaling 4 stocks. In addition, communication operator Verizon and drug licensed investor Royalty Pharma were cleared. Last quarter, Berkshire held 1.38 million shares of Verizon.</p><p><b>Let's look at the awkward stocks</b>, there was no huge change in the heavyweight stocks in the second quarter. After increasing its holdings by 3.9 million shares this quarter, Apple is still Berkshire's largest holding company; In addition, Bank of America,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Chevron,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Wait is still on the list.</p><p>An earlier article on Wall Street mentioned that Buffett has been buying Occidental Petroleum like crazy recently. Berkshire reported last week that its stake in the energy company has climbed to 188 million shares, more than 20% of the outstanding shares. A 20% shareholding would allow Berkshire to report its earnings in Occidental Petroleum in proportion to its operating performance through the so-called equity accounting method, potentially bringing Berkshire billions of dollars in profits.</p><p>Occidental Petroleum has proven considerable value to Buffett. In August, Occidental Petroleum announced its second-quarter performance report. The company's quarterly net profit reached US $3.755 billion, a year-on-year surge of 36 times and 16% higher than analysts' expectations. At the end of the second quarter, Occidental Petroleum's cash flow from operating activities was US $5.329 billion, setting a new quarterly high.</p><p>Berkshire's financial report for the second quarter of 2022 released earlier this month showed that Berkshire's investment portfolio suffered a book loss of approximately US $53 billion in the U.S. stock market plunge in the second quarter, resulting in its net profit attributable to shareholders in the quarter of-43.755 billion dollars. In the same period last year, this figure was US $28.094 billion.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3667761\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4201":"综合性石油与天然气企业","OXY":"西方石油","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4501":"段永平概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4576":"AR","BK4176":"多领域控股","BK4575":"芯片概念","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3667761","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143140803","content_text":"二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源价格将在一段时间内保持高位的观点。美东时间8月15日周一，截止2022年3月30日的第二季度的13F陆续出炉，作为由管理着至少1亿美元的股权资产机构向美国证券交易委员会SEC披露其机构持有的股权及资金去向的重要文件，投资者通常把13F作为自己的“投资风向标”。报告显示，巴菲特旗下伯克希尔哈撒韦二季度持仓规模达3000.13亿美元，较上季度3635.54亿美元的规模减少17.47%，十大重仓股集中度为87.51%。本季度总共增持9个标的、减持4个标的，清仓2个标的。整体来看，在二季度股票市场动荡期间，伯克希尔的持仓变动相对缓和，二季度总共买入价值62亿美元的股票，并卖出23亿美元的股票，净买入仅38亿美元。相较上一季度，伯克希尔买入511亿美元股票，同时卖出97亿美元股票，净买入达410亿。具体来看伯克希尔二季度增持情况，增持苹果、西方石油、动视暴雪、雪佛龙、Ally金融、派拉蒙环球-B、北美第一大药物批发商麦卡逊和化工巨头Celanese Corp和保险公司Markel共计9只股票。其中值得注意的是，二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源价格将在一段时间内保持高位的观点。今年以来，能源股一直是市场上表现最好的股票。西方石油公司今年的涨幅超过110%，而标准普尔500指数下跌9.8%。截至上周五，美国原油今年上涨了19%，但比3月份的高点下降了28%。再来看减持方面，二季度减持了包括通用汽车、世界第三大零售商克罗格、美国银行和房地产投资信托STOR共计4只股票。此外通讯运营商Verizon和药品特许投资商Royalty Pharma遭清仓。上个季度，伯克希尔持股Verizon138万股。再来看重仓股方面，二季度重仓股并未出现巨大变动，在本季度增持390万股之后苹果仍然是伯克希尔的最大持股公司；此外，美国银行、可口可乐、雪佛龙、美国运通等依旧在榜单上面。华尔街见闻稍早前文章提及，巴菲特近来一直在狂买西方石油，伯克希尔上周报告称，其在这家能源公司的股份已攀升至1.88亿股，超过了流通股的20%。而20%的持股份额可以使伯克希尔通过所谓的权益会计法，将其在西方石油公司的收益与经营业绩按比例进行报告，可能为伯克希尔带来数十亿美元的利润。事实证明，西方石油对巴菲特来说具有相当大的价值。8月，西方石油公布了第二季度业绩报告，公司季度净利润达到37.55亿美元，同比狂飙36倍，比分析师预期高出16%。二季度末，西方石油经营活动产生的现金流为53.29亿美元，创下季度新高。本月初伯克希尔公布的2022年第二季度财报显示，伯克希尔的投资组合在二季度美股暴跌中账面损失高达约530亿美元，导致其该季度归属于股东的净利润为-437.55亿美元。而去年同期这一数据为280.94亿美元。","news_type":1,"symbols_score_info":{"OXY":0.9,"BRK.B":0.9,"BRK.A":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}